Investment Q&A

Q: Hi,
Is it time to get back into industrials? or should I wait? If so, can you recommend a couple names in both CDN and U.S. stocks or efts that pay a decent dividend, are large cap, good value and suitable for holding for at least two years.

Q: Any reason for the 5% drop today?

Q: I seem to be underrepresented in consumer staples and consumer discretionary and teck. What are your favorite names in these sectors? Thank you.

Q: Hello Peter,
Stella Jones has pulled back a bit. I was thinking of selling Free hold to add to stella jones. Does this make sense or is it better to keep free hold royalties as it does have a good balance sheet and pays a good dividend. Thanks very much.

Q: Hi, I'm interested in adding private equity to my portfolio for diversification purposes. I was thinking 5 percent of the porfolio. Is this an okay percentage? And what would you recommend for this? I was thinking OCX. Should I put the whole 5 percent in that name or what would you suggest for another name or two and what percent of the 5 in each?

Q: Hi. CCL.B, WPK, ITP They belong to the same sector. Which one do you think have the most potential and which one do you like the most? Please rank. Thanks

Q: I know you generally recommend that anyone who is worried about the market move to cash, but I am curious as to how a professional hedges. When Prem Watsa says that Fairfax is 100% hedged what does that mean? If Fairfax’s market holdings drop 30% does it mean that their hedge will earn them the equivalent amount so that the net will be neutral? Does it work the same if their holdings increase in value? (i.e. any gains would be offset by losses in the hedge) What investment vehicle would Prem Watsa likely be using to hedge and what would the cost likely be in terms of percentage of total holdings?

Q: I have a 1.2% position,p/p $12.66.Thinking of adding 1% here,due to technical.Please advise.Thanks for your usual great opinion & services.

Q: Do you,or any of your staff attend any agm I find it very informative a few years ago I attended the agm of PBh and I expanded my position as a result
Just a comment
Regards Stan

Q: Hello, I am considering switching from BIN to NFI within a diversified portfolio, long term hold being the goal balancing dividend with growth. NFI has done very well, too pricey?? Any other suggestions? Thanks, Lavern

Q: Did you mix up the Airboss and Noblis question answered earlier today? .The same guidance numbers were quoted for both. Also just wanted to confirm your statement that Airboss is NOT your favourite name in the sector?
Thank you

Q: Please provide your observations on NWC's 4th quarter and full year earnings. Thank you.

Q: What do you think of pur results?
Would you buy this one or prefer HEO?
Or would you recommend another stock in the water-infrastructure business?

Q: hello 5i,
I am also one who has been frightened a bit by Prem Watsa's remarks. In my case, however, I think it is healthy, as it has convinced me to dial back my equity exposure. I hate the idea of bonds because they pay so little. But, I also hate the idea of a possible ten or twenty years of a bad market.

So, I am going to trim positions and buy bonds. I wonder if you could make some suggestions. I notice that you have vcsh in your portfolio, along with xhy. I also notice that you often mentionCBO and xbb. it would seem to me that xsb might be a better choice because it is shorter term, no?

So, the question is what would be a good choice currently, on the bond side in Canada. GIC's would also be ok. Also, for American bond funds denominated in U.S. dollars? We would be talking about several hundred thousand dollars.
thanks Claire

Q: Bird reported mixed results for its latest quarter, and the market doesn't seem to like it ... down over 7%. Could I please have your thoughts on the company? Thanks.

Q: How bad was the miss? What do you think of the stock in the short to medium term? Will this be dead money for a while, as I presume WSP will be?

Q: For my TFSA I would like to buy a conservative stock with a decent yield and some growth. I have BCE, SLF, TD. Would you please suggest a few names that I could consider. Thank You

Q: Peter/Ryan -do you know approx when Brookfield spins off its business unit?

Q: Could you name 3 companies you would buy today, regardless of the sector allocation and the risk

Q: what do you think of there latest earnings, and looking forward how do you feel about it?